Pensionmark Financial Group, LLC Ishares Tr Russell 200 Value E Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 4,291 shares of IWX stock, worth $360,057. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,291
Previous 290,614
98.52%
Holding current value
$360,057
Previous $23.6 Million
98.53%
% of portfolio
0.01%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding IWX
# of Institutions
193Shares Held
49.4MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC10.3MShares$867 Million2.48% of portfolio
-
Tiaa, Fsb St. Louis, MO8.12MShares$681 Million1.98% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.17MShares$518 Million1.75% of portfolio
-
Envestnet Asset Management Inc6.02MShares$505 Million0.16% of portfolio
-
First Citizens Bank & Trust CO5.77MShares$484 Million7.1% of portfolio